Automating sales compensation has transformed how we manage our commissions, saving our organization time, money, and allowing me to

sleep at night.

Efficiency of commissions process and transparency to the reps.

Customer Success Story

Rose Laprus, Vice President

Company ProfileU.S. Retirement Partners is one of the largest national independent specialists in public school, governmental, and not-for-profit employee benefits plans and employer-sponsored retirement plans.

Company Size: Medium Enterprise

Industry: Financial Services

About Iconixx

Iconixx offers an enterprise-class sales performance management solution enabling organizations to align their corporate strategy and planning with sales execution. Organizations are able to budget and plan more efficiently, increase sales productivity, improve overall profitability by automating, analyzing and optimizing commission and incentive processes with Iconixx.

Customer Success Story

www.iconixx.com

Before IconixxExperienced the following challenges:

› Manual calculations within Excel › Time spent on processing payments

› Limited reporting › Limited visibility for sales reps with payout calculations

› Inaccurate payouts

Purchased a Sales Compensation Management solution for the following:

› More accurate and timely commissions processing, reducing costly over / underpayments and sales rep churn

› Increasing transparency to compensation, reducing disputes

After IconixxChose Iconixx over the competition for the following reasons: Other benefits since partnering with Iconixx:

› Reporting / Analytics › Effeciency of the commissions process

› Flexibility › Transparency to the reps

› Dashboards › Less manual labor spent to calcuate payouts

› Accuracy of commissions calculations

Likes the following about Iconixx:

› Flexibility

› Processing speed and ability to scale

Benefits with the highest positive impact to the organization:

› Visibility for sales reps

› Improved efficiency of commission payouts

“The customization of the system, coupled with the A+ support team is the reason we chose Iconixx.”

Rose Laprus, Vice President

This case study of U.S. Retirement Partners is based on a May 2017 survey of Iconixx customers by TechValidate, a 3rd-party research service.